How can Strategi help?
To assist you to meet the above requirement, Strategi has updated its ABS template by including additional wording in the “Advice or service” section of the template. The new wording describes how a discretionary investment management service is provided and how advisers can demonstrate they meet the requirement of Code Standard 8 when providing this service.
The updated ABS template and comprehensive guidance notes are available on request for the fee indicated below (existing subscribers have been provided with the update at no extra charge).
Strategi also offers an ABS review and sign off service, to ensure that your ABS complies with the latest ABS guide issued by the FMA.
- ABS review - $450.00 + GST, per adviser (conditions apply) - this includes the ABS template and guidance notes. Group/corporate rates by negotiation.
- ABS template and guidance notes only (without the review process) - $185.00 + GST.